Forbes Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History
Forbes Financial Planning, Inc.
- $127 Million
- Q2 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 20,338 shares of IVV stock, worth $11.7 Million. This represents 8.74% of its overall portfolio holdings.
Number of Shares
20,338
Previous 20,722
1.85%
Holding current value
$11.7 Million
Previous $10.9 Million
2.16%
% of portfolio
8.74%
Previous 9.4%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,325Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio